Guidance Point Advisors

Guidance Point Advisors as of June 30, 2024

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 82 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 25.4 $81M 402k 202.26
Ishares Tr Core S&p500 Etf (IVV) 13.3 $43M 78k 547.33
Ishares Tr S&p 500 Grwt Etf (IVW) 5.6 $18M 193k 92.57
Ishares Tr Core Msci Eafe (IEFA) 5.4 $17M 238k 72.73
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $14M 135k 106.83
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $14M 238k 58.60
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $11M 59k 182.13
Ishares Tr Ibonds Dec 2030 (IBDV) 2.2 $7.0M 328k 21.26
Ishares Tr Ibonds Dec 29 (IBDU) 2.2 $7.0M 307k 22.67
Ishares Tr Ibonds Dec 2031 (IBDW) 2.1 $6.8M 337k 20.29
Ishares Tr Ibonds Dec 2032 (IBDX) 2.1 $6.8M 278k 24.56
Ishares Core Msci Emkt (IEMG) 2.1 $6.7M 125k 53.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $6.1M 11k 545.09
Ishares Tr Ibonds Dec 2033 (IBDY) 1.8 $5.9M 235k 25.20
Ishares Tr S&p Mc 400gr Etf (IJK) 1.7 $5.5M 62k 88.11
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $4.5M 181k 24.77
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.4 $4.5M 189k 23.73
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.4 $4.4M 183k 23.82
Ishares Tr S&P SML 600 GWT (IJT) 1.3 $4.3M 33k 128.43
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.3 $4.2M 171k 24.86
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $3.3M 8.9k 364.50
Ishares Tr Core Div Grwth (DGRO) 1.0 $3.1M 55k 57.61
Ishares Tr Select Divid Etf (DVY) 0.9 $3.0M 25k 121.12
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $2.5M 28k 88.13
Ishares Tr Core Msci Total (IXUS) 0.7 $2.4M 35k 67.56
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.2M 20k 113.47
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $2.2M 36k 61.64
Microsoft Corporation (MSFT) 0.6 $1.9M 4.3k 447.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.8M 16k 118.78
Apple (AAPL) 0.5 $1.8M 8.3k 210.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.6M 8.7k 182.52
Vanguard World Utilities Etf (VPU) 0.4 $1.4M 9.2k 147.93
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $971k 3.7k 262.58
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $945k 11k 87.74
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $917k 11k 83.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $913k 6.1k 150.44
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $880k 28k 31.55
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $844k 17k 51.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $792k 4.5k 174.44
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $791k 19k 42.20
Ishares Tr Msci Eafe Etf (EFA) 0.2 $723k 9.2k 78.33
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $716k 8.7k 81.97
Procter & Gamble Company (PG) 0.2 $697k 4.2k 164.90
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $688k 4.5k 152.23
Broadcom (AVGO) 0.2 $634k 395.00 1605.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $587k 1.2k 479.42
Bank of America Corporation (BAC) 0.2 $516k 13k 39.77
Select Sector Spdr Tr Technology (XLK) 0.1 $462k 2.0k 226.22
General Dynamics Corporation (GD) 0.1 $455k 1.6k 290.28
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $439k 2.4k 182.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $433k 1.1k 406.80
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $423k 3.5k 120.74
Alphabet Cap Stk Cl A (GOOGL) 0.1 $414k 2.3k 182.16
Spdr Gold Tr Gold Shs (GLD) 0.1 $409k 1.9k 215.00
Ishares Tr Russell 2000 Etf (IWM) 0.1 $387k 1.9k 202.95
NVIDIA Corporation (NVDA) 0.1 $357k 2.9k 123.58
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $354k 4.4k 81.08
Costco Wholesale Corporation (COST) 0.1 $348k 409.00 849.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $344k 643.00 534.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $343k 5.9k 58.23
Amazon (AMZN) 0.1 $314k 1.6k 193.25
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $309k 882.00 350.29
Vanguard World Inf Tech Etf (VGT) 0.1 $299k 513.00 582.08
Annaly Capital Management In Com New (NLY) 0.1 $293k 15k 19.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $277k 5.6k 49.42
Johnson & Johnson (JNJ) 0.1 $271k 1.9k 146.20
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $253k 4.8k 53.13
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $252k 2.7k 94.33
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.1 $247k 9.8k 25.13
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $233k 3.8k 61.29
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $231k 12k 19.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $224k 2.7k 83.77
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $223k 1.2k 190.18
Lam Research Corporation (LRCX) 0.1 $223k 209.00 1065.97
Exxon Mobil Corporation (XOM) 0.1 $218k 1.9k 111.72
Vanguard Index Fds Growth Etf (VUG) 0.1 $212k 567.00 373.76
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $206k 2.1k 97.29
Ishares Gold Tr Ishares New (IAU) 0.1 $203k 4.6k 43.93
Butterfly Network Com Cl A (BFLY) 0.0 $28k 34k 0.84
Quantum Si Com Cl A (QSI) 0.0 $27k 26k 1.05
Hyperfine Com Cl A (HYPR) 0.0 $9.0k 11k 0.85
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $8.4k 25k 0.33